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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-23 |
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
One Federal Street Suite 2640, Boston, MA 02110 • United States
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Boston | MA | 07/2022 | 09/2024 |
| Northeastern University | Boston | MA | 09/2018 | 05/2022 |
| Goldman Sachs | Boston | MA | 09/2021 | 12/2021 |
| Goldman Sachs | Boston | MA | 01/2021 | 06/2021 |
| Fidelity Investments | Boston | MA | 09/2020 | 12/2020 |
| Fidelity Investments | Boston | MA | 05/2020 | 07/2020 |
| Intercontinental Real Estate Investment Corporation | Boston | MA | 01/2020 | 05/2020 |
| Congressman Joe Kennedy's Office | Newton | MA | 01/2019 | 01/2020 |
| Jules Place Art Gallery | Boston | MA | 06/2018 | 01/2020 |
| Colby College | Waterville | MA | 09/2017 | 06/2018 |
| Dana Hall School | Wellesley | MA | 09/2010 | 06/2017 |
| Ieq Capital, Llc | Boston | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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